Instead of waiting for a report to generate and then exporting the results, you can
generate a report and save it to a file location directly.
What you should know
- There is no limit to the number of results when you generate and save a
report.
-
If your report does not have a Generate and save
report button, you can generate and save the report using a manual
action.
Procedure
-
Open an existing reporting task, or
create a new one.
-
In the Filters tab, use the query filters to create a
customized search.
NOTE: Some of the filters have a Select all button. This
button does not appear if there are more than 500 entities to select from.
For example, if you have a list of 1500 cardholders. Queries with over 500
entities take longer to generate.
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Right-click a column heading in the report pane, and click Select
columns ().
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Select which columns to include in the saved report, and click Save.
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(Optional) To configure a custom sort order for the results using multiple
columns as the sorting criteria, right-click a column heading in the report pane
and select Sort by.
-
Click the drop-down arrow next to Generate report and
click Generate and save report.
NOTE: If you do not have the Single user print/export privilege, the
Authorization window opens. From here, a second
user who does have that privilege must enter their credentials to authorize
the export.
-
In the dialog box, set the following options:
- File format
- Select the file format. Only CSV and Excel are supported.
- Destination file
- Select the file name.
- Attached files folder
- Specify where the attached files, such as cardholder pictures or
license plate images, are saved. Only CSV is supported.
-
Click Export.
Results
The report is saved in the location that you specified.